The Transfer Process

Step 1

Push the red button “Free Pension Transfer Report” where you will need to enter your details including your UK Pension scheme information. We then get in touch your UK Pension providers and the necessary documents we need.

Step 2

We produce a report for you which gives you options surrounding your pension transfer to New Zealand; including the charges.

Step 3

If you decide you wish to proceed we will send you the NZ and UK documents we will need filled out. We keep you updated during the process. Once the pension is here in New Zealand we provide you with ongoing advice and support where needed.

“Thanks, you guys made it so easy to transfer my pension over to New Zealand, I had spoken to other transfer companies but they made it sound too complicated.” Andrew Wilkinson